Request for Proposal
If you would like Dunbar, Bender & Zapf, Inc. to provide a proposal
on administration for your plan, please download both of the following
files:
The first file represents a blank census listing in a Microsoft Excel
format. Please complete the list to reflect all employees who currently
perform services for your business. For each employee, please list
his/her name, date of birth, date of hire, date of termination (if
applicable during current plan/tax year), social security number,
estimated wages/compensation, 401(k) salary deferrals (if applicable),
the number of hours completed (if less than 1,000) for this period, and
the owner/officer breakdown of the company.
The second file is a blank questionnaire. Please complete all of the
items on the form for our records. You may wish to consult your tax
advisor on some of the questions, including Item No. 3 regarding
Controlled or Affiliated Service Groups.
Please fax, mail or e-mail the requested information to:
Dunbar, Bender & Zapf, Inc.
Attn: Robert L. McNulty
Frick Building, Suite 1100
437 Grant Street
Pittsburgh, PA 15219
(412) 263-0102
(412) 263-0138 – Fax Number
bmcnulty@dbzinc.com |
